HOA Compliance Guides

HOA accounting explained for volunteer boards: operating vs reserve funds, chart of accounts, monthly close, and how to stay audit-ready.

HOA board member personal liability explained: when volunteer board members can be sued, what protects them, and how proper reserve funding reduces risk.

Fannie Mae LL-2026-03 sets two HOA deadlines: Limited Review retired Aug 2026, 15% reserve allocation required Jan 2027. What boards must do now.

HOA compliance audit checklist for self-managed boards: what auditors check, how to prepare reserve fund records, and how to be audit-ready year-round.

Why HOA boards struggle with volunteer succession and what to do about it: treasurer handoffs, records retention, and technology that survives board turnover.

HOA financial reporting requirements: which statements boards must produce, when, and how to automate the process to meet state disclosure deadlines.

HOA fund accounting explained for volunteer boards: the difference between operating and reserve funds, why commingling creates liability, and how to keep...

Free HOA meeting minutes template with every required element: quorum confirmation, motions, vote counts, and action items. Plus state retention requirements.

HOA reserve fund compliance guide: state requirements, Fannie Mae thresholds, percent-funded explained, and how to keep your association warrantable.

Everything HOA boards need to know about reserve studies: requirements, cost, how to read one, and how to use it to set annual reserve contributions.

HOA special assessments explained: when boards can levy them, state caps, how to calculate per-unit costs, and how adequate reserve funding prevents...

HOA treasurer responsibilities explained: monthly duties, annual tasks, reserve fund oversight, and the compliance checklist every volunteer treasurer needs.